Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
PHWM
6051
Pine Harbor Wealth Management
Maryland
$131M 97
BAM
6052
Byrne Asset Management
New Jersey
$131M +$10.4M +9% 603
CIM
6053
Chapman Investment Management
California
$131M +$13.2M +11% 36
SCP
6054
Sivia Capital Partners
California
$131M 186
MFA
6055
McClarren Financial Advisors
Pennsylvania
$131M +$16.5M +14% 433
AW
6056
Apricus Wealth
South Carolina
$131M +$16.9M +15% 89
MWA
6057
Mills Wealth Advisors
Texas
$131M +$6.32M +5% 54
OCM
6058
Objective Capital Management
Ohio
$131M +$18.5M +16% 122
RAM
6059
Robocap Asset Management
United Kingdom
$131M +$26.2M +25% 26
AIMA
6060
Ables Iannone Moore & Associates
Georgia
$131M 309
FCM
6061
Fogel Capital Management
Florida
$131M 33
MHWM
6062
Montz Harcus Wealth Management
Louisiana
$131M +$13.9M +12% 59
EIM
6063
Ervin Investment Management
Washington
$131M +$11.6M +10% 36
MCA
6064
Millennium Capital Advisors
Arkansas
$131M +$13.6M +12% 117
BFS
6065
Burr Financial Services
California
$131M 34
HFCII
6066
H&F Corporate Investors IX
California
$131M -$19.6M -13% 1
PTCG
6067
Pring Turner Capital Group
California
$131M +$11.4M +10% 66
PVAMC
6068
PPS&V Asset Management Consultants
Michigan
$131M +$14.7M +13% 41
LAM
6069
Lummis Asset Management
Texas
$131M 174
FW
6070
Fairway Wealth
Ohio
$131M 74
DWM
6071
Defined Wealth Management
Oregon
$131M +$13.4M +11% 103
BAG
6072
Bridgewealth Advisory Group
California
$131M +$49.1M +60% 84
KAM
6073
Kopion Asset Management
Texas
$130M +$18.3M +16% 19
SC
6074
Seldon Capital
California
$130M +$23M +21% 63
JHWEPV
6075
J.H. Whitney Equity Partners VII
Connecticut
$130M +$72.5M +125% 1